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Invesco S&P SmallCap Value with Momentum ETF

124 hedge funds and large institutions have $339M invested in Invesco S&P SmallCap Value with Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$9.84M
2 +$7.57M
3 +$1.79M
4
Morgan Stanley
Morgan Stanley
New York
+$1.69M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
76
NewEdge Advisors
Louisiana
$300K
IFG
77
Independent Financial Group
California
$275K
CA
78
CoreCap Advisors
Michigan
$274K
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$267K
PSF
80
Pacific Sun Financial
California
$262K
SFS
81
Sunrise Financial Services
Washington
$256K
EAM
82
Evanson Asset Management
California
$255K
WMG
83
WESCAP Management Group
California
$251K
TA
84
TruWealth Advisors
Louisiana
$239K
OIA
85
OneDigital Investment Advisors
Kansas
$235K
SFC
86
Swisher Financial Concepts
Ohio
$226K
PAS
87
Park Avenue Securities
New York
$214K
SSWM
88
Sheets Smith Wealth Management
North Carolina
$214K
MWP
89
Madison Wealth Partners
Wisconsin
$208K
HF
90
HRT Financial
New York
$205K
GWM
91
Greenline Wealth Management
Florida
$190K
OSAM
92
O'Shaughnessy Asset Management
Connecticut
$150K
SFC
93
SYM Financial Corp
Indiana
$114K
Fidelity Investments
94
Fidelity Investments
Massachusetts
$113K
PTC
95
Private Trust Company
Ohio
$103K
CAL
96
Capital Analysts LLC
Pennsylvania
$92K
RMP
97
Richards, Merrill & Peterson
Washington
$85.7K
AF
98
Allworth Financial
California
$82.8K
CPG
99
Cornerstone Planning Group
New Jersey
$73.3K
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$57K